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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,691 | $89,370-94.8% | $141,197-96.7% | $72,976-93.6% |
| Participation rate | 72.4% | 75.1%-2.7pp | 82.5%-10.1pp | 69.5%+2.9pp |
| Annual return | 12.22% | 111.88%-99.7pp | 71.41%-59.2pp | 81.02%-68.8pp |
| Employer contribution / active EE | $663 | $3,115-78.7% | $4,736-86.0% | $2,440-72.8% |
| Participant deferral / active EE | $2,113 | $5,419-61.0% | $6,710-68.5% | $3,608-41.4% |
| Admin fee / account holder | $2,155 | $5,957-63.8% | $10,265-79.0% | $5,124-57.9% |